Ian Barclay's Location
Littleton, CO, US
Ian Barclay's Work
- Managing Director, Senior Wealth Advisor @ The Colony Group
- Principal @ Jones Barclay Boston
- Founding Board Member @ Canada Colorado Association
- CPA @ Global Tax Network
- CPA @ Barclay, Putnam & Co
- Tax Manager @ PwC
Ian Barclay's Education
- McGill University
Bachelor of Commerce (B.Com.) (Accounting and Finance)
1977 - 1980 - Lindsay Place H.S.1971 - 1975
Ian Barclay's Skills
- Income Tax
- Tax
- Financial Planning
- Financial Management
- Strategic Financial Planning
- Financial Analysis
- Managerial Finance
- Investments
- Financial Modeling
- Due Diligence
Ian Barclay's Summary
Ian Barclay, based in Littleton, CO, US, is currently a Managing Director, Senior Wealth Advisor at The Colony Group, bringing experience from previous roles at Jones Barclay Boston, Canada Colorado Association, Global Tax Network and Barclay, Putnam & Co. Ian Barclay holds a 1977 - 1980 Bachelor of Commerce (B.Com.) in Accounting and Finance @ McGill University. With a robust skill set that includes Income Tax, Tax, Financial Planning, Financial Management, Strategic Financial Planning and more, Ian Barclay contributes valuable insights to the industry. Ian Barclay has 3 emails on RocketReach.
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